Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Buy
2025
Q2
$349K Buy
2025
Q1
$336K Buy
2024
Q4
$295K Sell
2024
Q3
$320K Buy
2024
Q2
$239K Sell
2024
Q1
$270K Buy
2023
Q4
$270K Buy
2023
Q3
$193K Sell
2023
Q2
$216K Sell
2023
Q1
$237K Sell
2022
Q4
$302K Buy
2022
Q3
$278K Sell
2022
Q2
$328K Sell
2022
Q1
$384K Hold
2021
Q4
$458K Buy